Skip to content
Disclosery

SRE SEMPRA

Follow

Stock (common), issuer CIK 1032208

1,121 managers (1,152 13F filers) reported a position in SRE shares at 2025-09-30, 605,123,408 shares in all. 116 filers opened a position and 85 filers sold out during the quarter.

Managers
1,121
13F filers
1,152
New
116
Added
417
Reduced
390
Sold out
85
Shares held by filers
605,123,408

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ballentine Partners, LLC2,835$255K<0.01%-813F-HRTimeline
Atlantic Edge Private Wealth Management…2,830$255K0.07%-8013F-HRTimeline
Gallacher Capital Management LLC2,804$252K0.1%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,800$252K0.01%+313F-HRTimeline
Kera Capital Partners, Inc.2,799$252K0.04%new13F-HRTimeline
626 Financial, LLC2,792$251K0.11%+2413F-HRTimeline
Fortress Wealth Management, Inc.2,788$251K0.11%+913F-HRTimeline
Bridgewealth Advisory Group, LLC2,787$251K0.06%+1713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,786$251K0.01%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,767$249K0.08%013F-HRTimeline
Dash Acquisitions Inc.2,694$248K0.05%+1613F-HRTimeline
WealthTrust Axiom LLC2,758$248K0.07%new13F-HRTimeline
Baker Avenue Asset Management, LP2,742$247K0.01%new13F-HRTimeline
NerdWallet Wealth Partners, LLC2,731$246K0.12%13F-HRTimeline
BridgePort Financial Solutions, LLC2,719$245K0.07%+2113F-HRTimeline
SOL Capital Management CO2,702$243K0.02%013F-HRTimeline
BAXTER BROS INC2,700$243K0.03%-10013F-HRTimeline
Calydon Capital2,700$243K0.04%new13F-HRTimeline
Pachira Investments Inc.2,693$242K0.14%+113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,687$242K<0.01%+1,40513F-HRTimeline
Fiduciary Alliance LLC2,684$242K0.02%+1213F-HRTimeline
New Covenant Trust Company, N.A.2,674$241K0.22%new13F-HRTimeline
Apella Capital, LLC2,633$240K0.01%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,650$238K0.18%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,642$238K0.05%-15213F-HRTimeline
PFG Investments, LLC2,636$237K0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,634$237K0.01%new13F-HRTimeline
Pinnacle West Asset Management, Inc.2,620$236K0.15%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,620$236K0.03%new13F-HRTimeline
Carrera Capital Advisors2,584$233K0.04%-66313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,579$232K0.01%-57913F-HRTimelineGroup
LifeSteps Financial, Inc.2,564$231K0.15%new13F-HRTimeline
CERTUITY, LLC2,563$231K0.02%new13F-HRTimeline
Aprio Wealth Management, LLC2,558$230K0.02%new13F-HRTimeline
Advisors Capital Management, LLC2,555$230K<0.01%-21913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,534$228K0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC2,532$228K0.01%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,531$228K0.03%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,513$226K0.01%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC2,501$225K0.1%new13F-HRTimeline
STONE RUN CAPITAL, LLC2,500$225K0.09%new13F-HRTimeline
Premier Path Wealth Partners, LLC2,491$224K0.03%new13F-HRTimeline
Greenwich Wealth Management LLC2,481$223K0.01%new13F-HRTimeline
Telos Capital Management, Inc.2,470$222K0.02%new13F-HRTimeline
Requisite Capital Management, LLC2,449$220K0.04%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,438$219K<0.01%new13F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB2,421$218K0.02%-64113F-HRTimeline
MONECO ADVISORS, LLC2,409$217K0.02%new13F-HRTimeline
Arbor Wealth Advisors LLC2,406$216K0.16%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,400$216K0.1%new13F-HRTimeline
Lodestone Wealth Management LLC2,380$214K0.1%new13F-HRTimeline
Phillips Wealth Planners LLC2,314$214K0.18%new13F-HRTimeline
Vision Capital Management, Inc.2,374$214K0.03%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,374$214K0.02%new13F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.2,373$214K0.13%-1213F-HRTimeline
Impact Partnership Wealth, LLC2,363$213K0.03%new13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,332$210K0.1%new13F-HRTimeline
Destination Wealth Management2,328$209K0.01%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,320$209K0.07%new13F-HRTimeline
Quantum Portfolio Management LLC2,300$207K0.06%new13F-HRTimeline
Avidian Wealth Enterprises, LLC2,292$206K0.01%-60613F-HRTimeline
OLD NATIONAL BANCORP /IN/2,286$206K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.2,282$205K0.08%+1,08513F-HRTimeline
Retirement Planning Group, LLC2,275$205K0.01%new13F-HRTimeline
Holistic Financial Partners2,269$204K0.08%new13F-HRTimeline
Ethos Financial Group, LLC2,252$203K0.02%new13F-HRTimeline
BCGM Wealth Management, LLC2,245$202K0.05%new13F-HRTimeline
BAILARD, INC.2,237$201K<0.01%-50813F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP2,226$200K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,205$198K<0.01%-3,36813F-HR/ATimeline
Sterling Capital Management LLC2,173$196K<0.01%013F-HRTimeline
HM PAYSON & CO2,144$193K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,052$185K<0.01%-10,26313F-HRTimeline
Blue Trust, Inc.2,047$184K<0.01%-5713F-HRTimeline
Heritage Wealth Advisors2,042$184K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,000$180K0.01%-70013F-HRTimeline
Nemes Rush Group LLC2,000$180K0.02%013F-HRTimeline
Caldwell Trust Co1,970$177K0.02%-9613F-HRTimeline
Washington Trust Advisors, Inc.1,816$163K0.01%-2713F-HRTimeline
Cromwell Holdings LLC1,765$159K0.08%013F-HRTimeline
AdvisorNet Financial, Inc1,757$158K0.01%+4213F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,689$158K0.11%-12313F-HRTimeline
Hughes Financial Services, LLC1,699$158K0.03%013F-HRTimeline
Catalyst Capital Advisors LLC1,738$156K<0.01%-7513F-HRTimeline
CYBER HORNET ETFs LLC1,708$154K0.1%+5913F-HRTimeline
GHP Investment Advisors, Inc.1,678$151K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,659$149K0.01%+4713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,650$148K0.01%013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC1,636$147K0.01%013F-HRTimeline
AlphaQuest LLC1,634$147K0.01%+1013F-HRTimeline
SRH ADVISORS, LLC1,600$144K0.04%013F-HRTimeline
CVA Family Office, LLC1,592$143K0.02%-5613F-HRTimeline
Pacifica Partners Inc.1,598$143K0.05%013F-HRTimeline
Parkside Financial Bank & Trust1,536$138K0.01%-113F-HRTimeline
MATHER GROUP, LLC.1,531$138K<0.01%new13F-HRTimeline
Kimelman & Baird, LLC1,500$135K0.01%013F-HRTimeline
General Partner, Inc.1,450$130K0.07%013F-HRTimeline
Tidemark, LLC1,422$128K0.04%-20513F-HRTimeline
Core Alternative Capital1,417$128K0.04%013F-HRTimeline
JDM Financial Group LLC1,400$126K0.05%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,323$119K<0.01%-1,51513F-HRTimelineGroup
Roble, Belko & Company, Inc1,316$118K0.02%013F-HRTimeline
New Millennium Group LLC1,275$115K0.05%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,274$115K0.08%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,258$113K0.02%013F-HRTimeline
North Star Investment Management Corp.1,257$113K0.01%+27313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,237$111K<0.01%+38013F-HRTimelineGroup
Corsicana & Co.1,218$110K0.06%13F-HRTimeline
Quent Capital, LLC1,172$105K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO1,170$105K0.04%013F-HRTimeline
DT Investment Partners, LLC1,160$104K0.01%013F-HRTimeline
Root Financial Partners, LLC1,134$102K0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,125$101K0.03%+68613F-HRTimeline
American Capital Advisory, LLC1,122$101K0.05%-313F-HRTimeline
McIlrath & Eck, LLC1,122$101K0.01%+913F-HRTimeline
Gleason Group, Inc.1,102$99.1K0.01%+1013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,100$99K0.08%+10013F-HRTimeline
AlphaCore Capital LLC1,093$98.4K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,084$97.5K0.01%013F-HRTimelineGroup
Rossby Financial, LCC1,089$97.2K0.03%+1713F-HRTimeline
Prestige Wealth Management Group LLC1,032$92.9K0.02%013F-HR/ATimeline
MCF Advisors LLC993$89.4K0.01%+5113F-HRTimeline
Private Wealth Management Group, LLC981$88.3K0.02%013F-HRTimeline
Deseret Mutual Benefit Administrators975$87.7K0.04%+7313F-HRTimeline
Front Row Advisors LLC973$87.5K0.03%013F-HRTimeline
ORG Partners LLC934$84K0.02%+4013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P932$83.9K<0.01%-21613F-HRTimelineGroup
Creative Capital Management Investments…928$83.5K0.03%013F-HRTimeline
Orion Capital Management LLC872$78.5K0.03%013F-HRTimeline
Park Place Capital Corp856$77K0.02%013F-HRTimeline
WEBSTER BANK, N. A.841$75.7K0.01%013F-HRTimeline
Asset Dedication, LLC818$73.6K<0.01%+21213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…800$73.4K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.797$71.7K0.01%-613F-HRTimeline
Versant Capital Management, Inc779$70.1K0.01%013F-HRTimeline
Banque de Luxembourg S.A.778$70K0.04%new13F-HRTimeline
Archer Investment Corp775$69.7K0.02%-2,99913F-HRTimeline
Union Bancaire Privee, UBP SA761$67.4K<0.01%013F-HRTimeline
Manchester Capital Management LLC719$64.7K0.01%+7713F-HRTimeline
SBI Securities Co., Ltd.713$64.2K<0.01%-17613F-HRTimeline
Mowery & Schoenfeld Wealth Management, …705$63.4K0.11%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…680$61.2K0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…678$61K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…675$60.7K0.12%-9,36113F-HRTimeline
BARRETT & COMPANY, INC.668$60.1K0.02%013F-HRTimeline
Smithfield Trust Co680$60K<0.01%-1413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP659$59.3K0.01%-1813F-HRTimeline
Medallion Wealth Advisors, LLC648$58.3K0.02%-14513F-HRTimeline
Bruce G. Allen Investments, LLC637$57.3K0.04%-413F-HRTimeline
Coston, McIsaac & Partners644$57K0.01%+313F-HRTimeline
TRUST CO OF VERMONT616$55.4K<0.01%-3613F-HRTimeline
Horrell Capital Management, Inc.600$54K0.02%013F-HRTimeline
Grey Fox Wealth Advisors, LLC600$54K0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department600$54K0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank591$53.2K0.02%+31613F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…553$49.8K0.01%+5313F-HRTimeline
Hemington Wealth Management538$48K0.01%+6413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management524$47.2K<0.01%-13513F-HRTimelineGroup
Pacific Center for Financial Services520$46.8K0.01%-31213F-HRTimeline
Westside Investment Management, Inc.502$44.9K0.01%+12713F-HRTimeline
VSM Wealth Advisory, LLC498$44.8K0.01%013F-HRTimeline
MOTCO491$44.2K<0.01%+46713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…465$41.8K<0.01%-9113F-HRTimelineGroup
JPL Wealth Management, LLC456$41K0.01%new13F-HRTimeline
Financial Connections Group, Inc.458$41K0.02%-9213F-HRTimeline
Dogwood Wealth Management LLC454$40.8K0.02%+1613F-HRTimeline
Rise Advisors, LLC453$40.8K0.01%+913F-HRTimeline
SOA Wealth Advisors, LLC.424$38.2K0.01%+22913F-HRTimeline
COUNTRY TRUST BANK402$36.2K<0.01%013F-HRTimeline
Covestor Ltd401$36K0.02%-6413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC400$36K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.400$36K<0.01%013F-HRTimeline
Bank of New Hampshire400$36K0.01%-8013F-HRTimeline
Pingora Partners LLC400$36K0.02%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC400$36K0.03%-29,90813F-HR/ATimeline
Activest Wealth Management391$35.2K0.01%+16713F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC390$35.1K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV397$35K0.01%-1313F-HRTimeline
MilWealth Group LLC388$34.9K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC382$34.5K0.05%+5413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS380$34.2K0.01%013F-HRTimeline
GW&K Investment Management, LLC382$34K<0.01%+1113F-HRTimeline
Capital Advisors, Ltd. LLC370$33K<0.01%013F-HRTimeline
Painted Porch Advisors LLC362$32.6K0.01%013F-HRTimeline
Princeton Global Asset Management LLC316$28.4K<0.01%013F-HRTimeline
Cheviot Value Management, LLC300$27.8K<0.01%013F-HRTimeline
Silvant Capital Management LLC304$27.4K<0.01%013F-HR/ATimeline
Crews Bank & Trust300$27K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC299$26.9K<0.01%-7213F-HRTimeline
Bangor Savings Bank298$26.8K<0.01%-10013F-HRTimeline
Private Wealth Asset Management, LLC294$26.5K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.300$26.3K0.01%013F-HRTimeline
CoreCap Advisors, LLC281$25.3K<0.01%+4113F-HRTimeline
Gen-Wealth Partners Inc276$24.8K0.01%013F-HRTimeline
Bogart Wealth, LLC275$24.8K<0.01%-16913F-HRTimeline
Frazier Financial Advisors, LLC274$24.7K0.02%-113F-HRTimeline
High Note Wealth, LLC262$23.6K<0.01%-1013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC246$22.1K<0.01%+2013F-HRTimeline
Ball & Co Wealth Management Inc.240$21K0.01%+213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC229$20.6K<0.01%013F-HRTimeline